# New Client Billing Preference Setup — Professional Services AI agent | Mihu AI

Professional Services · Billing

# New Client Billing Preference Setup

Set up each new client's billing preferences correctly from day one.

Set up this outcome

## Apps this needs

Billing System Time entry, pre-bills, invoices, aging and expense data for the practice. Connect during setup

Inbound Email Let the agent read and answer email enquiries. Connect during setup

## How it works

Captures billing preferences at matter opening.

Configures the billing system accordingly.

Confirms the setup with the client before the first invoice goes out.

Updates preferences any time the client requests a change , written to the billing system.

## Data sources

Billing system configuration Client intake preferences

## What it targets

New clients with billing preferences configured before first invoice Target 95%

Billing-format-related complaints Target -30%